海外高频 | 特朗普提名米兰为美联储理事（申万宏观·赵伟团队）

Group 1: Major Asset Classes & Overseas Events - Developed market indices experienced a rebound, with the Nasdaq index rising by 3.9%, and the S&P 500 increasing by 2.4% [2][3] - Emerging market indices showed mixed results, with the Ho Chi Minh index up by 6.0% and the SENSEX in India down by 0.9% [3][11] - The WTI crude oil price fell by 7.8% to $63.9 per barrel, while COMEX gold rose by 1.3% to $3,403.5 per ounce [26][30] Group 2: Trade Negotiations - The U.S. announced a 100% tariff on all imported semiconductor chips, effective August 7, with exemptions for companies that commit to manufacturing in the U.S. [32] - On August 6, the U.S. imposed an additional 25% tariff on Indian goods, bringing the total to 50%, effective August 28 [32][33] Group 3: Economic Indicators - The U.S. ISM Services PMI for July was reported at 50.1, below the market expectation of 51.5, indicating a potential slowdown in the services sector [40] - The upcoming U.S. CPI data for July is anticipated to show a core CPI month-over-month increase of 0.3%, aligning with market expectations [43][44] - Germany's industrial production for June decreased by 1.9%, significantly below the expected decline of 0.5%, suggesting ongoing economic weakness [46]